At Himi Financials we understand & analyse your financial needs & life goals, do systematic analysis of your financial resources & liabilities by using various financial tools. By mapping investments with your goals, we help you achieve your financial goals at various life stages & at the same time make insurance provisions for protection against financial risks

Methodology

In order to prepare a comprehensive financial plan, we go through the following steps:

1.Understand & Analyse your financial needs & life goals.

2.Analyse & Evaluate your current financial situation.

3.Analyse your insurance needs for protection against financial risks.

4.Planning your investments & recommend a comprehensive financial plan.

5.Implement the financial planning recommendations

6.Monitor the investments made as per financial planning recommendations

7.Periodically review & adjust the financial planning recommendations.